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Provider Success Specialist
AssistRxUnited Statesfull_timeVerifiedPosted 21 Aug 2025
About the role
The Provider Success Specialist is responsible for retaining our technology platform customer base through presenting products and services to existing clients within a specific region. Identifying and addressing customer needs and recommending ways to promote and upsell our flagship technology platform based on market and industry trends. To be successful in this role, you should have excellent communication abilities and be highly motivated to meet objectives and goals.
- Act as a point of contact for existing and potential customers within assigned territory.
- Identify business opportunities and challenges within assigned region
- Present our technology platform to existing and potential customers
- Identify customer needs and recommend appropriate product solutions
- Work closely with team members and other internal partners to support customer retention and brand goals
- Expand user adoption of technology platform
- Manage follow-up and account management of users newly verified and onboarded to the platform
- Partner with external field team members to transition accounts from onboarding to account retention
- Drive daily activity to achieve weekly, monthly, and quarterly metrics and goals
- Cultivate deep reliable relationships with your clients and users
- Troubleshoot and develop solutions to drive consistent product adoption. Follow-up relentlessly and thoughtfully to win business
- Track sales performance to goal and sales pipeline activity via Salesforce CRM
- Is a teammate and works together with your external counterpart to exceed regional goals
- Continue to develop skillset for career growth
- Performs other related duties as assigned by management
Requirements
- Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Computer skills required: (Microsoft Office Suite)
- Other skills required:
- Bachelor’s degree in Business Administration preferred.
- Ready-to-win attitude.
- Enjoys and thrives in a competitive team environment.
- Proven track record of exceeding goals.
- Proven track record of high daily activity.
Competencies:
- Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
- Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
- Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results
- Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Design - Generates creative solutions
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